Lawrence John Bowlan

Employer firm

Old Port Advisors CRD 108228

$783M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Averill Agency Inc
  Old Town, ME
• 01/2009 → Present
  Old Port Advisors, Inc
  Portland, ME

Previous Registrations

• 2005-03-28 → 2008-12-31
  Cambridge Investment Research Advisors, Inc.
  Old Town, ME
• 2002-09-30 → 2005-03-28
  Cambridge Investment Research, Inc.
  Saco, ME
  Old Town, ME

Other Businesses

1) BOWLAN-SHERRARD LLC,264 NORTH ST.,CALAIS, ME 04619; STARTED: 1/1/97; POSITION:PART OWNER DEVOTING 1 HR/WKLY W/1 HR/WKLY DURING TRADING HRS. 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-05

Designations

• Chartered Financial Consultant